T
Not Specified Permanent

New York City, New York · USA job

Senior Specialist, Client Portfolio Management

The Bank of New York Mellon

New York City, New York

Job description

Overview

As a Vice President in BNY Investments Distribution, you develop and communicate fixed income product messaging to support client conversations and sales. You act as the go-to expert for product questions, partnering with sales and joining key meetings to clarify positioning. You provide comprehensive coverage of mutual funds, ETFs, and SMAs, and analyze competitors to articulate strengths and use cases. You coordinate with marketing, compliance, legal, and product teams to align messaging, while staying connected with PMs for timely fund updates, and contribute to new product launches.

Compensation / Benefits
  • competitive compensation
  • benefits and wellbeing programs
  • flexible global resources and tools
  • paid leaves
  • paid volunteer time
  • pay-for-performance philosophy
Responsibilities
  • Develop and deliver unified fixed income product talking points for intermediary channel sales
  • Serve as primary contact for fixed income product questions, collaborating with sales and joining meetings to clarify positioning
  • Provide accurate insights across mutual funds, ETFs, and SMAs
  • Perform ongoing competitor landscape analysis and position Funds against peers
  • Coordinate with internal stakeholders (marketing, compliance, legal, product management) to align messaging and create external content
  • Maintain dialogue with PMs and Client PMs to gather updates and distribute summaries to the sales team
  • Contribute to planning and execution of new product or vehicle launches
Key requirements
  • Bachelor's degree required; advanced degree preferred
  • 2-5 years of experience in investment or related analytical roles
  • Strong analytical and strategic thinking skills for building investment strategies
  • Excellent communication skills for explaining technical concepts
  • Proficiency with financial analysis tools and investment management software
  • excellent communication
  • analytical mindset
  • financial analysis tools
  • investment management software

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